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Technology

Technology

True Potential adds risk profile tool to iPad app

Software provider True Potential has added full fact-finding and risk profiling capabilities to its iPad application for advisers.

clock 18 November 2010 •

Wrap/platforms

Hargreaves: IFA exits may prevent fund charge cuts

Hargreaves Lansdown has questioned whether cuts to fund charges post RDR will be as widespread as the FSA forecast in its recent Platform Consultation paper, as providers struggle to cope with IFA exits from the market.

clock 18 November 2010 •

Wrap/platforms

Adviser concern on Macquarie platform demise

An IFA has expressed concerns the closure of Macquarie's wrap platform could affect his relationship with new clients.

clock 17 November 2010 •

Wrap/platforms

FSA to issue separate platform disclosure paper

The FSA plans to publish a separate consultation paper on how platforms should disclose their charging structures, including fund manager rebates, on top of its second consultation document in February.

clock 17 November 2010 •

Wrap/platforms

Execution-only platforms need to disclose terms: FSA

Execution-only platforms, such as Hargreaves Lansdown's Vantage, could be subject to the same disclosure terms as those platforms conducting adviser business, the FSA says.

clock 17 November 2010 •

Wrap/platforms

Blog: Are we clearer on independence and platforms?

After months of procrastination and frantic lobbying behind the scenes, the FSA has finally unveiled its latest thinking on platforms.

clock 17 November 2010 •

Wrap/platforms

Platform paper: Independent firms can use single platform 'for most clients'

Advisers who wish to be independent post RDR can use a single platform for the 'majority' of their clients if it is in their best interests, the FSA proposes today.

clock 17 November 2010 •

Wrap/platforms

Platform paper: FSA bows to supermarkets on rebates

The FSA today said in its long-awaited consultation paper platforms can continue to receive rebates from fund managers.

clock 17 November 2010 •

Wrap/platforms

Nucleus: Rights issue will not alter ownership

Nucleus CEO David Ferguson has stressed the wrap's ownership structure will remain unchanged after its rights issue which is progressing ahead of schedule.

clock 11 November 2010 •

Wrap/platforms

Novia hires former Cofunds sales manager

Novia has appointed former Cofunds national sales manager Paul Rose as regional sales manager for the North East.

clock 10 November 2010 •
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